Working with Workflows

Workflows allow you to organize your statuses into logical steps and control who is allowed to set each of the status in the workflow. This is useful if your shop sells products that go through different processes before they are shipped and if you have team members that are responsible for only a few steps in the process.

Notes:

• Each Status can only belong to one Workflow.
• When an order is set to a Status that belongs to a workflow, only the Statuses in that workflow will be visible when updating the status. (unless you are an admin user)
• The order of the steps in the workflow takes precedence over the Display Order set in the status settings.

In this section:

• Searching Workflows
• Creating a new Workflow
• Managing Workflow Steps
• Add users to a Step
• Edit a Workflow
• Delete a Workflow

• Open Workflows page
• Press New Workflow
• Enter name of workflow into the name field
• Select the color
• Press Save

The color of the workflow is displayed in the order list so you can identify which workflow the order is currently a part of.

Note: Statuses can only belong to a single workflow.

• Open Workflows page
• Press ...
• Press Manage Steps
• Press Add Statuses to select from the list of available statuses
• Arrange the steps by dragging and dropping so that they are in the order you would like.
• Press Save

• Open Workflows page
• Press ...
• Press Manage Steps
• Press ...
• Select Remove
• Press Yes in the confirmation dialog
• Press Save

You can limit the statuses that can be set by each of your users by assigning approved users to each step. By default all steps can be set by all users.

• Press ...
• Select Users
• Select users OR select All users option at the top of the page
• Press Save

• Press ...
• Press Edit
• Enter new name
• Select a new color
• Press Save

• Press ...
• Press Delete
• Press Yes in the confirmation dialog